BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BREZZO FAMILY FOUNDATION (EIN 26-0442202)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-12
IRS object ID
201331939349100003
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-12T12:43:57-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942763139EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERGER LEWIS ACCOUNTANCY CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line155 ALMADEN BLVD STE 600AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95113ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN260442202EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BREZZO FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBREZNameControl
Phone4084917737Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95120ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN BREZZOName
TitlePRESIDENTTitle
Phone4084917737Phone
Date Signed2013-06-21DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAWRENCE S KUECHLERName
PTINP00233621PTIN
Phone4084941200Phone
Date Prepared2013-06-21DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY133365FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss16DividendsRevAndExpnss
Dividends Net Invst Incm16DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses19TotalRevenueAndExpenses
Total Net Investment Income19TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm140AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1260AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps10TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1560TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm290TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1270TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss8297ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps8297ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9857TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm290TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps9567TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-9838ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY35095SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY25257SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV25257SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1767InvestmentsCorpStockBOY
Investments Corp Stock EOY1767InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV108108InvestmentsCorpStockEOYFMV
Total Assets BOY36862TotalAssetsBOY
Total Assets EOY27024TotalAssetsEOY
Total Assets EOYFMV133365TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY36862RetainedEarningsBOY
Retained Earnings EOY27024RetainedEarningsEOY
Total Net Assets BOY36862TotalNetAssetsBOY
Total Net Assets EOY27024TotalNetAssetsEOY
Total Liabilities Net Assets BOY36862TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY27024TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY36862TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-9838ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal27024Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY27024TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year15590QualifyingDistributionsYear1
Noncharitable Assets Year1133350NoncharitableAssetsYear1
Distribution Ratio Year10.041920DistributionRatioYear1
Qualifying Distributions Year210104QualifyingDistributionsYear2
Noncharitable Assets Year297805NoncharitableAssetsYear2
Distribution Ratio Year20.103308DistributionRatioYear2
Qualifying Distributions Year36945QualifyingDistributionsYear3
Noncharitable Assets Year359545NoncharitableAssetsYear3
Distribution Ratio Year30.116634DistributionRatioYear3
Qualifying Distributions Year416173QualifyingDistributionsYear4
Noncharitable Assets Year480631NoncharitableAssetsYear4
Distribution Ratio Year40.200580DistributionRatioYear4
Qualifying Distributions Year511167QualifyingDistributionsYear5
Noncharitable Assets Year5123413NoncharitableAssetsYear5
Distribution Ratio Year50.090485DistributionRatioYear5
Total Distribution Ratio0.552927TotalDistributionRatio
Average Distribution Ratio0.110585AverageDistributionRatio
Net Noncharitable Assets128762NetNoncharitableAssets
Adjusted Noncharitable Assets14239AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One14239AdjNonchrtblAssetsAndOnePct
Qualifying Distributions9567QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment814EstTaxPaymentsAndOverpayment
Total Credits And Payments814TotalCreditsAndPayments
Overpayment814Overpayment
Amount Credited To Next Year814AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr0ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number4084917737BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95120ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN BREZZO
7290 VIA BREZZOSAN JOSECA95120PRESIDENT2.00000
BONNIE BREZZO
7290 VIA BREZZOSAN JOSECA95120DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities99259AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances31464AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets130723TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets130723AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1961CashDeemedCharitable
Net Noncharitable Assets128762NetNoncharitableAssets
Minimum Investment Return6438MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6438MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj6438DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded6438DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted6438DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions9567ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions9567QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions9567AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6438DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year58602ExcessDistriCarryoverYear5
Excess Distri Carryover Year412149ExcessDistriCarryoverYear4
Excess Distri Carryover Year33968ExcessDistriCarryoverYear3
Excess Distri Carryover Year25214ExcessDistriCarryoverYear2
Total Excess Distri Carryover29933TotalExcessDistriCarryover
Qualifying Distributions9567QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year6438AppliedToCurrentYear
Remaining Distri From Corpus3129RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus33062TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year58602ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year24460ExcessDistriCyovToNextYear
Excess From Year412149ExcessFromYear4
Excess From Year33968ExcessFromYear3
Excess From Year25214ExcessFromYear2
Excess From Current Year3129ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOHN BREZZOContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SUN VALLEY CENTER FOR THE ARTS
191 5TH STREET EASTKETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$50
CALIFORNIA WATERFOWL ASSOCIATION
4360 NORTHGATE BLVD SUITE 150SACRAMENTOCA95834NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$75
BLAINE COUNTY RECREATION DISTRICT
1050 FOX ACRES ROAD 107HAILEYID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
ROTARY CLUB FOUNDATION
1560 SHERMAN AVEEVANSTONIL60201NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
PHEASANTS FOREVERTHE HABIT ORGANIZATION
1783 BUERKLE CIRCLEST PAULMN55110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
SUN VALLEY CENTER FOR THE ARTS
191 5TH STREET EASTKETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$112
SWIFTSURE RANCH THERAPEUTIC CT
114 CLAYPSO LANEBELLEVUEID83313NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$130
YWCA
375 SOUTH 3RD STREETSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$150
CATHOLIC CHARITIES OF SCC
2625 ZANKER ROADSAN JOSECA95134NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$150
COMMUNITY LIBRARY
415 SPRUCE AVEKETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$150
FIHOLI CENTER
86 CANADA ROADWOODSIDECA94062NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
FLY CASTERS INC
3830 VALLEY CENTRE DRIVESAN DIEGOCA92130NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
ST LUKE'S VOLUNTEER CARE
190 EAST BANNOCK STREETBOISEID83712NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
IDAHO COMMUNITY FOUNDATION
210 WEST STATE STREETBOISEID83702NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
SUN VALLEY OPERA
PO BOX 7187KETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
ST LUKE'S VOLUNTEER CARE
190 EAST BANNOCK STREETBOISEID83712NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$350
THE NATURE CONSERVANCY
116 1ST AVE NORTHHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
ST CLAIRE CLUB HISTORICAL PRESERVATION FOUNDATION
PO BOX 7187SAN JOSECA95109NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
HOLIDAY IN SAN JOSE
28 N 1ST STREET STE 1000SAN JOSECA95113NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
IDAHO COMMUNITY FDN-WOOD RIVER LAND TRUST
119 EAST BULLION STREETHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
CHP 1099 FOUNDATION
2244 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
IDAHO COMMUNITY FOUNDATION
210 WEST STATE STREETBOISEID83702NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
ROTARY CLUB OF SAN JOSE
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$580
SECOND HARVEST FOOD BANK
750 CURTNER AVESAN JOSECA95125NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,000
TROUT UNLIMITED
PO BOX 4981KETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year8297TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$16ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$19ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA19TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,400Amount
Net Investment Income140NetInvestmentIncome
Disbursements Charitable Prps1260DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
BANK OF AMERICA - 398 SHARES7074563
SVB FINANCIAL GROUP - 1,850 SHARES1060103545

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books150RevenueAndExpensesPerBooks
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJOHN BREZZOPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95120ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategorySTATE TAX AND FILING FEESCategory
Amount$10Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps10DisbursementsCharitablePrps

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